What departments does SageView Advisory Group have?

SageView Advisory Group has employees across 11 departments including Finance, Education, Legal, Customer Success, Consultant.

What is the largest department at SageView Advisory Group?

The largest department at SageView Advisory Group is Consultant with 13 employees.

Where are SageView Advisory Group employees located globally?

SageView Advisory Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SageView Advisory Group's team size changed over time?

SageView Advisory Group's team has decreased from approximately 332 to 205 employees based on available data.

SageView Advisory Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

SageView Advisory Group is an independent SEC-registered investment advisor in the financial services sector, advising clients on more than $270 billion in assets across more than 2,500 institutions. Securities are offered through Cetera Advisors LLC, a FINRA/SIPC member broker-dealer, while advisory services are provided through Cetera Investment Advisers LLC and SageView Advisory Group, LLC; Cetera entities are under separate ownership from the advisory firms. The company is based in Newport Beach, California, and is supported by a sizable team of professionals with diverse certifications to help clients pursue their financial goals.

Its client base includes institutional clients within the financial services landscape, and it operates within the Cetera ecosystem to deliver advisory services. In October 2025, SageView Advisory Group was acquired by Creative Planning Advisor Services, LLC, a development that reflects ongoing consolidation in the retirement-plan advisory space.

SageView Advisory Group Global Highlights

North America
332

United States Of America
332

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SageView Advisory Group's Leadership

B. G.
Chief Investment Officer
Mobile Phone
Email
F. S.
Chief Investment Officer
Mobile Phone
Email
T. N.
Chief Financial Officer
Mobile Phone
Email
S. C.
Partner
Mobile Phone
Email
K. W.
Vice President, Participant Education And Engagement
Mobile Phone
Email
M. G.
Managing Director
Mobile Phone
Email
S. P.
Managing Director
Mobile Phone
Email
A. R.
Foundation Director
Mobile Phone
Email

SageView Advisory Group Employee Metrics

100%

50%

0%

2026

2025

Consultant
Finance
Operations
Sales
Analytics
Other
Marketing
Human Resources
Education
Banking
Community & Social Services
Accounting

Contact profiles from SageView Advisory Group

Name

Title

Contact Info

Location

Last Update

D. P.
Managing Director
Mobile Phone
Email
Oct 23, 2024
K. V.
Managing Director
Mobile Phone
Email
Oct 18, 2024
M. G.
Managing Director
Mobile Phone
Email
Oct 16, 2024
B. D.
Wealth Manager
Mobile Phone
Email
Jun 08, 2026
E. C.
Compliance Manager
Mobile Phone
Email
Oct 24, 2024
M. B.
Client Services Manager
Mobile Phone
Email
Oct 23, 2024
S. K.
Principal
Mobile Phone
Email
Puerto Rico
Jun 29, 2026
A. T.
Principal Consultant
Mobile Phone
Email
Jul 17, 2025
A. C.
Principal
Mobile Phone
Email
Oct 16, 2024
A. K.
Principal
Mobile Phone
Email
May 18, 2025

Frequently Asked Questions

What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-814-****

. Explore SageView Advisory Group's company overview page for more information.

What is SageView Advisory Group's most common email format?

SageView Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SageView Advisory Group email formats with LeadIQ.

How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 188 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SageView Advisory Group's key employees and leadership?

As of July 2026, SageView Advisory Group's key employees include:

Chief Investment Officer: B. G.
Chief Investment Officer: F. S.
Chief Financial Officer: T. N.
Partner: S. C.
Vice President, Participant Education And Engagement: K. W.

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SageView Advisory Group Employee Directory

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